Called $BTC bullish on Nov 22, 2022: $BTC rose 87% in 8 months.
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Investor and founder. @Capriole_fund Posts not investment advice.
Cite asCryptoQuant has tracked the directional calls on TSLA by @caprioleio on X since Jan 2021: not yet scored on TSLA (as of Nov 11, 2026).
2 TSLA calls on record, a thin history.
Relative view by default: fewer than 30 TSLA calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @caprioleio to submit corrections.
Called $BTC bullish on Nov 22, 2022: $BTC rose 87% in 8 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Bitcoin treasury companies in capitulation. Yes this is a good thing historically. The ratio of cumulative buys to sells just dropped below 90%. This has only happened 3 other times, all were dillectible opportunities. https://t.co/Zld0blJHX6
View original →What a surprise… Coreweave smashed earnings. Beat and raise on forward guidance. Up 11% after hours. The market continues to puke on to date unsubstantiated AI slowdown fears.
View original →I was wrong. When investing timing is just as important as thesis. The fact we had the biggest heist of all time ($6B hack) and Bitcoin is holding at $77K three days later is nothing short of remarkable. The market is telling us it doesn’t care and the market shouldn’t be ignored during such major events. In fact the price reaction here can only be interpreted as bullish so far. Therefore, I am wrong on either timing or thesis. I expect the risks from AI and QC will only continue to grow, and I will keep a close ear to the ground. My hope is Bitcoin Core will take action soon to alleviate the LT threat. Bitcoin, I am back.
View original →Starlink is amazing. Just moved house and Telstra (Aus’ biggest telco) wanted to charge $14K to reconnect cable to our house (it was already connected)… that’s almost 10 years of internet. So I got Starlink for free. Seems like Starlink is coming for all telcos globally, just as Amazon crushed retail globally. Who wouldn’t want 1 global mobile plan with reception everywhere? Such a company would be incredibly valuable.
View original →It's very interesting. As the Binance hack continues, everyone is calling for a massive bounce here, yet the hack is still ongoing... During FTX everyone was losing their minds calling for the end of the industry, but it was the bottom.
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